K****D
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immortal (immortal) 于 (Mon Sep 22 14:53:19 2008) 提到:
发信人: Nikki2008 (Nikki), 信区: Stock
标 题: 晒晒我的portfolio
发信站: BBS 未名空间站 (Mon Sep 22 13:48:45 2008)
It is not show off post,I am just looking forward hearing your inputs。
1. US stock market：
Net value: 80,599.40 USD
Composition: 80% cash, 20% high tech stocks(JAVA,CSCO,NOK,ORCL)
2. Mutual fund:
FRANKLIN INCOME CLASS C:
Mkt value:8,775 USD
(When I purchased it 2 years ago, it worthed 10,000 USD.)
3. U.S | K****D
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immortal (immortal) 于 (Mon Sep 22 14:53:19 2008) 提到:
发信人: Nikki2008 (Nikki), 信区: Stock
标 题: 晒晒我的portfolio
发信站: BBS 未名空间站 (Mon Sep 22 13:48:45 2008)
It is not show off post,I am just looking forward hearing your inputs。
1. US stock market：
Net value: 80,599.40 USD
Composition: 80% cash, 20% high tech stocks(JAVA,CSCO,NOK,ORCL)
2. Mutual fund:
FRANKLIN INCOME CLASS C:
Mkt value:8,775 USD
(When I purchased it 2 years ago, it worthed 10,000 USD.)
3. U.S corporation bond
A.Washington Mutual
Mkt value:10,500 USD Shares:15,000 Return:38% Maturity: Jan 15,2009
B.CIT group
Mkt value:10,670 USD Shares:15,000 Return:15% Maturity: Feb 15,2010
( I tried to sell this bond recently, but it looked like no one wanted it.)
C.AOL TIME WARNER INC
Mkt value:10,122 USD Shares:10,000 Return:5.3% Maturity: Apr 15,2011
4.CDs
GE's 6 months CD with 3.2% for 20,000 USD
Discover's 12 months CD with 4.2% for 30,000 USD
Capital one's 12 months CD with 4.15% for 30,000 USD
Etrade's 6 months CD with 3.3% for 20,000 USD
5. Checking and saving
27,197 USD in Chase
6.Ren Min Bi
110 W with 5.5% interest rate
7.Chinese real estates
one worths 20 W and another one worths 30 W in a tier two city in China, and
they are rented now.
8. No U.S real estate
Summary:
US stcok: 80,599.40 USD
Mutual fund: 8,775 USD
Bonds: 40,000 USD
CDs: 100,000 USD
Checking&saving 27,197 USD
RMB: 1,100,000
Real estates 500,000
Total：256,553 USD + 1,600,000 RMB
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stockdemon (返璞归真) 于 (Mon Sep 22 15:04:40 2008) 提到:
little fish
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KennyD (|-==-|) 于 (Mon Sep 22 15:12:32 2008) 提到:
without age and income information, no way to evaluate the portfolio.
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immortal (immortal) 于 (Mon Sep 22 15:32:55 2008) 提到:
BSO帐号大
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credit1 (Gift Card, Coupon, etc at wiki3c.com) 于 (Mon Sep 22 16:16:04 2008) 提到:
BSO.
BTW, where did you buy the corporation bond?
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Pumba (Hakuna Matata) 于 (Mon Sep 22 18:47:30 2008) 提到:
我一个大学同学, 28岁, 几年前北京70万购了一出房子,现在300万
和LZ差不多总资产
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immortal (immortal) 于 (Mon Sep 22 19:34:03 2008) 提到:
太牛了。 哪里的房子阿。
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Axel (村里一只懒猫 -- 渺小得像蚂蚁) 于 (Wed Sep 24 20:39:19 2008) 提到:
i.e. Net asset ~$49W
Should count in the rental income from those 2 houses too. How much? @_@
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Axel (村里一只懒猫 -- 渺小得像蚂蚁) 于 (Wed Sep 24 21:23:25 2008) 提到:
3. U.S corporation bond
A.Washington Mutual
Mkt value:10,500 USD Shares:15,000 Return:38% Maturity: Jan 15,2009
B.CIT group
Mkt value:10,670 USD Shares:15,000 Return:15% Maturity: Feb 15,2010
( I tried to sell this bond recently, but it looked like no one wanted it.)
C.AOL TIME WARNER INC
Mkt value:10,122 USD Shares:10,000 Return:5.3% Maturity: Apr 15,2011
How to buy bonds? What does this "Return %" means? // blush
Thanks!
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